domestic alternatives to Nvidia remain behind in performance

Meanwhile, domestic alternatives to Nvidia remain behind in performance. This makes Nvidia’s H200 an attractive proposition.

“What is not in China’s favor right now is the supply — ramping up advanced AI chips in terms of performance or yields still remains elusive, making it a less economically efficient push,” Shah said.

“The gap between Nvidia, AMD and Huawei and others is still quite wide when it comes to performance and power efficiency.”